LW Lamb Weston Holdings, Inc. Common Stock
Acerca de Lamb Weston Holdings, Inc. Common Stock Descripción general de la empresa de Wikipedia
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries, waffle fries, and other frozen potato products. It is headquartered in Eagle, Idaho, a suburb of Boise.
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Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries, waffle fries, and other frozen potato products. It is headquartered in Eagle, Idaho, a suburb of Boise.
History
The company was founded in 1950 by Gilbert Lamb in a former co-op plant in Weston, Oregon. In 1988, it was acquired by ConAgra Foods and moved corporate offices from Tigard, Oregon, to Kennewick, Washington. In November 2016, ConAgra spun off the company to its shareholders. In October 2019, Lamb Weston formed the joint venture, Lamb Weston Alimentos Modernos S.A., with Sociedad Comercial del Plata.
In September 2022, the Oregon Department of Environmental Quality (DEQ) fined Lamb Weston $127,000 for 90 violations of the company's wastewater discharge permit between 2015 and 2021, which included the company dumping more than 220 tons of excess nitrogen above an already contaminated aquifer. In 2024, Lamb Weston reached a settlement with the DEQ; the company would pay a $143,400 fine as well as evaluate ways to reduce wastewater, conduct soil sampling and monitor well water.
In September 2023, it was announced Lamb Weston had acquired the Campbellfield, Victoria-headquartered Australian food manufacturer, Crackerjack Foods. The company will join the Lamb Weston Oceania subsidiary.
On November 15, 2024, a class action lawsuit was filed against Lamb Weston along with multiple other companies alleging that they are colluding together to hike prices of potato products in a coordinated way.
Subsidiaries
Lamb Weston Holdings has subsidiaries in Europe, Asia and South America.
Companies
China - Lamb Weston - Shanghai, two processing plants
China - TaiMei Potato Industry
Europe - Lamb Weston / Meijer: the former joint venture is now fully owned by Lamb Weston. six processing plants in the Netherlands, United Kingdom and Austria
United States - Alexia Foods
Canada - Lamb Weston Canada ULC
Chile - Unisur Alimentos Ltda
Argentina - Lamb Weston Alimentos Modernos S.A.
Processing plants
Lamb Weston
American Falls (Idaho)
Boardman East (Oregon)
Boardman West (Oregon)
Connell (Washington)
Delhi (Louisiana)
Hallam (Australia)
Hermiston (Oregon)
Pasco (Washington)
Paterson (Washington)
Lamb Weston RDO Frozen - Park Rapids (Minnesota)
Quincy (Washington)
Richland (Washington)
Shangdu (China)
Taber (Canada)
Twin Falls (Idaho)
Warden (Washington)
Lamb Weston/Meijer (1994-2022)
Bergen op Zoom (the Netherlands)
Frisch & Frost, Hollabrunn (Austria)
Kruiningen (the Netherlands)
Broekhuizenvorst (the Netherlands)
Lipetsk (Russia)
Oosterbierum (the Netherlands)
Wisbech (the United Kingdom)
In 2022, Lamb Weston / Meijer sold its Russian plant to local shareholders and later Meijer Beheer B.V. sold his share of ownership to Lamb Weston Holdings Inc.
Lamb Weston Alimentos Modernos S.A.
Munro (Argentina)
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
LW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
LW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $0,3800 |
| 8 de mayo de 2026 | $0,3800 |
| 30 de enero de 2026 | $0,3800 |
| 31 de octubre de 2025 | $0,3700 |
| 1 de agosto de 2025 | $0,3700 |
| 2 de mayo de 2025 | $0,3700 |
| 31 de enero de 2025 | $0,3700 |
| 1 de noviembre de 2024 | $0,3600 |
| 2 de agosto de 2024 | $0,3600 |
| 2 de mayo de 2024 | $0,3600 |
| 1 de febrero de 2024 | $0,3600 |
| 2 de noviembre de 2023 | $0,2800 |
| 3 de agosto de 2023 | $0,2800 |
| 4 de mayo de 2023 | $0,2800 |
| 2 de febrero de 2023 | $0,2800 |
| 3 de noviembre de 2022 | $0,2450 |
| 4 de agosto de 2022 | $0,2450 |
| 5 de mayo de 2022 | $0,2450 |
| 3 de febrero de 2022 | $0,2450 |
| 4 de noviembre de 2021 | $0,2350 |
LW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 19,0%
- Compra 6 28,6%
- Mantener 11 52,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
12 analistas · 2026-08-16Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.87 | $0.64 | 0.23% |
| 31 de marzo de 2026 | $0.72 | $0.63 | 0.09% |
| 31 de diciembre de 2025 | $0.69 | $0.67 | 0.02% |
| 30 de septiembre de 2025 | $0.74 | $0.57 | 0.17% |
| 30 de junio de 2025 | $0.87 | $0.65 | 0.22% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
| HRL | — | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SJM | $10.46B | -75.4 | 3.7% | -1.5% | -2.4% | 33.5% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| CPB | — | 16.1 | 6.4% | 5.9% | 15.6% | — |
| CALM | — | 11.3 | -31.7% | 10.9% | 12.2% | 23.1% |
| POST | $5.67B | 19.5 | 3.0% | 4.1% | 8.8% | 28.7% |
| FRPT | $2.98B | 23.1 | 13.0% | 12.6% | 12.2% | 40.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | $2.99B | $2.92B | |
| Cost of Revenue | $5.25B | $5.05B | $4.70B | $3.92B | $3.27B | $2.84B | $2.90B | $2.75B | $2.54B | $2.39B | $2.33B | $2.34B | |
| Gross Profit | $1.36B | $1.40B | $1.77B | $1.43B | $832M | $832M | $895M | $1.00B | $880M | $779M | $662M | $587M | |
| R&D Expense | $19M | $22M | $26M | $17M | $16M | $13M | $15M | $15M | $14M | $11M | $7M | $7M | |
| SG&A Expense | $665M | $634M | $701M | $550M | $388M | $357M | $338M | $335M | $299M | $260M | $288M | $206M | |
| Operating Income | $591M | $665M | $1.07B | $882M | $444M | $475M | $557M | $668M | $580M | $518M | $373M | $381M | |
| Pretax Income | $418M | $500M | $956M | $1.23B | $273M | $408M | $478M | $621M | $555M | $510M | $439M | $418M | |
| Income Tax | $128M | $143M | $230M | $225M | $72M | $90M | $112M | $134M | $121M | $170M | $144M | $140M | |
| Net Income | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | $285M | $268M | |
| EPS (Basic) | $2.09 | $2.51 | $5.01 | $6.98 | $1.38 | $2.17 | $2.50 | $3.19 | $2.83 | $2.22 | $1.92 | $1.83 | |
| EPS (Diluted) | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 | $2.16 | $2.49 | $3.18 | $2.82 | $2.22 | $1.92 | $1.83 | |
| Shares (Basic) | 138,900,000 | 142,200,000 | 144,900,000 | 144,500,000 | 145,500,000 | 146,400,000 | 146,200,000 | 146,500,000 | 146,300,000 | 146,100,000 | 146,000,000 | 146,000,000 | |
| Shares (Diluted) | 139,100,000 | 142,700,000 | 145,600,000 | 145,200,000 | 145,900,000 | 147,100,000 | 147,100,000 | 147,300,000 | 147,000,000 | 146,600,000 | 146,000,000 | 146,000,000 | |
| EBITDA | $988M | $1.07B | $1.37B | $1.10B | $636M | $664M | $741M | $831M | $723M | $627M | · | · |
Balance general 30
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $71M | $71M | $305M | $525M | $784M | $1.36B | $12M | $56M | $57M | $36M | $31M | |
| Receivables | $779M | $782M | $744M | $724M | $447M | $367M | $342M | $340M | $226M | $185M | $186M | · | |
| Inventory | $968M | $1.04B | $1.14B | $932M | $574M | $514M | $487M | $498M | $550M | $525M | $499M | · | |
| Prepaid Expense | $199M | $145M | $136M | $166M | $113M | $118M | $110M | $111M | $99M | $91M | $58M | · | |
| Current Assets | $2.01B | $2.03B | $2.09B | $2.13B | $1.66B | $1.78B | $2.30B | $962M | $930M | $858M | $780M | · | |
| PP&E (Net) | · | · | · | · | · | · | · | $1.60B | $1.42B | $1.27B | $1.04B | · | |
| PP&E (Gross) | · | · | · | · | · | · | · | $2.87B | $2.58B | $2.35B | $2.03B | · | |
| Accum. Depreciation | · | · | · | · | · | · | · | $1.28B | $1.16B | $1.08B | $991M | · | |
| Goodwill | $1.13B | $1.09B | $1.06B | $1.04B | $318M | $334M | $304M | $206M | $135M | $133M | $134M | · | |
| Intangibles | $108M | $114M | $105M | $110M | $34M | $37M | $38M | $38M | $35M | $37M | $40M | · | |
| Other Non-current Assets | $326M | $355M | $396M | $288M | $173M | $80M | $65M | $21M | $11M | $7M | $6M | · | |
| Total Assets | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Accounts Payable | $613M | $616M | $834M | $637M | $403M | $359M | $244M | $289M | $254M | $295M | $238M | · | |
| Accrued Liabilities | $482M | $411M | $408M | $510M | $264M | $227M | $233M | $217M | $216M | $200M | $133M | · | |
| Short-term Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | $25M | · | |
| Current Liabilities | $1.42B | $1.48B | $1.62B | $1.36B | $699M | $618M | $1.02B | $553M | $519M | $555M | $410M | · | |
| Capital Leases | $94M | $99M | $115M | $128M | $105M | $120M | $145M | $75M | · | · | · | · | |
| Deferred Tax | $298M | $254M | $256M | $252M | $172M | $160M | $152M | $126M | $92M | $90M | $144M | · | |
| Other Non-current Liabilities | $247M | $243M | $258M | $248M | $212M | $246M | $252M | $94M | $84M | $71M | $52M | · | |
| Total Liabilities | · | · | · | · | · | · | · | · | · | · | $301M | · | |
| Long-term Debt | $3.68B | $3.77B | $3.84B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | · | · | |
| Common Stock | $152M | $151M | $151M | $150M | $148M | $148M | $147M | $147M | $146M | $146M | · | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $-905M | · | · | |
| Retained Earnings | $2.93B | $2.85B | $2.70B | $2.16B | $1.31B | $1.24B | $1.06B | $804M | $426M | $121M | · | · | |
| Treasury Stock | $962M | $838M | $541M | $314M | $264M | $104M | $68M | $39M | $3M | $200.0K | · | · | |
| AOCI | $132M | $54M | $-13M | $-27M | $-16M | $30M | $-40M | $-25M | $-4M | $-9M | $-9M | $-5M | |
| Stockholders' Equity | $1.82B | $1.74B | $1.79B | $1.41B | $360M | $481M | $240M | $-5M | $-335M | $-647M | $1.40B | $1.36B | |
| Liabilities + Equity | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Shares Outstanding | 137,455,441 | 139,237,760 | 143,666,656 | 145,665,683 | 144,071,428 | 146,191,864 | 146,038,893 | 146,069,033 | 146,332,332 | 146,080,901 | · | · |
Flujo de Efectivo 16
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $397M | $375M | $307M | $223M | $192M | $188M | $182M | $162M | $143M | $109M | $96M | $96M | |
| Stock-based Comp | $46M | $40M | $47M | $38M | $21M | $21M | $23M | $19M | $14M | $6M | $3M | $7M | |
| Deferred Tax | $41M | $400.0K | $-1M | $400.0K | $14M | $4M | $20M | $38M | $-4M | $15M | $21M | $24M | |
| Amort. of Intangibles | · | · | · | $7M | $6M | $5M | $2M | $2M | $2M | $2M | $2M | $3M | |
| Restructuring | $104M | $100M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Other Non-cash | $169M | $64M | $-280M | $-509M | $-10M | $22M | $-19M | $-16M | $-90M | $-19M | · | · | |
| Operating Cash Flow | $943M | $868M | $798M | $762M | $419M | $553M | $574M | $681M | $481M | $447M | $382M | $354M | |
| CapEx | $403M | $638M | $930M | $654M | $290M | $147M | $168M | $334M | $307M | $287M | $152M | $115M | |
| Investing Cash Flow | $-380M | $-648M | $-984M | $-1.34B | $-310M | $-162M | $-346M | $-423M | $-307M | $-285M | $-144M | $-171M | |
| Debt Issued | · | · | · | · | $1.68B | · | $1.12B | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | $1.68B | · | · | · | · | · | · | · | |
| Dividends Paid | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · | |
| Financing Cash Flow | $-569M | $-225M | $-48M | $341M | $-363M | $-974M | $1.12B | $-300M | $-179M | $-142M | $-233M | $-178M | |
| Net Change in Cash | $-2M | $-700.0K | $-233M | $-220M | $-258M | $-580M | $1.35B | $-43M | $-2M | $21M | $6M | $4M | |
| Taxes Paid | $119M | $150M | $189M | $226M | $44M | $84M | $82M | $103M | $107M | $170M | $125M | $115M | |
| Free Cash Flow | $540M | $230M | $-131M | $108M | $128M | $406M | $406M | $347M | $174M | $160M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% | 22.7% | 23.6% | 26.7% | 25.7% | 24.8% | · | · | |
| Operating Margin | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% | 12.9% | 14.7% | 17.8% | 16.9% | 16.4% | · | · | |
| Net Margin | 4.4% | 5.5% | 11.2% | 18.9% | 4.9% | 8.7% | 9.7% | 12.7% | 12.2% | 10.3% | · | · | |
| Pretax Margin | 6.3% | 7.8% | 14.8% | 23.1% | 6.7% | 11.1% | 12.6% | 16.5% | 16.2% | 16.1% | · | · | |
| EBITDA Margin | 14.9% | 16.6% | 21.2% | 20.6% | 15.5% | 18.1% | 19.5% | 22.1% | 21.1% | 19.8% | · | · | |
| ROA | 3.9% | 4.8% | 10.4% | 18.9% | 4.8% | 7.2% | 9.5% | 16.5% | 15.9% | 14.1% | · | · | |
| ROE | 16.2% | 21.2% | 40.9% | 94.9% | 53.4% | 68.2% | 143.4% | -1574.3% | -114.7% | 86.8% | · | · | |
| ROIC | 19.8% | 22.5% | 38.3% | 45.9% | 90.8% | 76.9% | 57.7% | 13804.1% | -139.4% | -55.3% | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 | 2.9 | 2.2 | 1.7 | 1.8 | 1.5 | · | · | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 | 1.9 | 1.7 | 0.6 | 0.5 | 0.4 | · | · | |
| Debt / Equity | 0.1 | 0.2 | 0.2 | 0.1 | · | · | 2.1 | -1.8 | -0.0 | -0.0 | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 0.8 | 1.0 | 1.3 | 1.3 | 1.4 | · | · | |
| Inventory Turnover | 5.2 | 4.6 | 4.5 | 5.2 | 6.0 | 5.7 | 5.9 | 5.3 | 4.7 | 4.7 | · | · | |
| Receivables Turnover | 8.5 | 8.5 | 8.8 | 9.1 | 10.1 | 10.4 | 11.1 | 13.3 | 16.7 | 17.0 | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.5% | -0.25% | 20.9% | 30.5% | 11.7% | -3.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.3% | 16.3% | 20.8% | 12.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.5% | 11.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -16.8% | -49.8% | -28.3% | 403.6% | -36.1% | -13.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -33.1% | 21.9% | 32.1% | 40.8% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.75% | 0.08% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.8% | -50.8% | -28.1% | 402.2% | -36.8% | -13.2% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -34.0% | 21.1% | 31.7% | 40.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | -0.48% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.9% | 11.3% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | · | · | |
| Net Income TTM | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | · | · | |
| Market Cap | $5.94B | $7.04B | $12.82B | $15.94B | $9.80B | $12.06B | $8.77B | $9.08B | $9.58B | $6.67B | · | · | |
| Enterprise Value | $6.12B | $7.34B | $13.07B | $15.80B | · | · | $7.91B | $9.07B | $9.53B | $6.63B | · | · | |
| P/E | 20.8 | 20.2 | 17.9 | 15.7 | 49.3 | 38.2 | 24.1 | 19.5 | 23.2 | 20.6 | · | · | |
| P/S | 0.9 | 1.1 | 2.0 | 3.0 | 2.4 | 3.3 | 2.3 | 2.4 | 2.8 | 2.1 | · | · | |
| P/B | 3.3 | 4.1 | 7.2 | 11.3 | 27.2 | 25.1 | 36.5 | -1972.9 | -28.6 | -10.3 | · | · | |
| P / Tangible Book | 10.1 | 13.2 | 20.6 | 61.2 | 1113.1 | 110.4 | · | · | · | · | · | · | |
| P / Cash Flow | 6.3 | 8.1 | 16.1 | 20.9 | 23.4 | 21.8 | 15.3 | 13.3 | 19.9 | 14.9 | · | · | |
| P / FCF | 11.0 | 30.6 | -97.6 | 148.0 | 76.5 | 29.7 | 21.6 | 26.2 | 54.9 | 41.8 | · | · | |
| EV / EBITDA | 6.2 | 6.8 | 9.5 | 14.3 | · | · | 10.7 | 10.9 | 13.2 | 10.6 | · | · | |
| EV / FCF | 11.3 | 31.9 | -99.6 | 146.7 | · | · | 19.5 | 26.2 | 54.7 | 41.6 | · | · | |
| EV / Revenue | 0.9 | 1.1 | 2.0 | 3.0 | · | · | 2.1 | 2.4 | 2.8 | 2.1 | · | · | |
| Dividend Yield | 3.5% | 2.9% | 1.4% | 0.92% | 1.4% | 1.1% | 1.4% | 1.2% | 1.1% | 0.41% | · | · | |
| Earnings Yield | 4.8% | 4.9% | 5.6% | 6.3% | 2.0% | 2.6% | 4.2% | 5.1% | 4.3% | 4.9% | · | · | |
| Payout Ratio | 71.5% | 57.9% | 24.0% | 14.5% | 68.9% | 42.6% | 33.1% | 23.7% | 26.4% | 8.4% | · | · | |
| Annual Payout | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · |
Estado de resultados 13
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.56B | $1.62B | $1.66B | $1.68B | $1.52B | $1.60B | $1.65B | $1.61B | $1.46B | $1.73B | $1.67B | $1.69B | $1.25B | $1.28B | $1.13B | |
| Cost of Revenue | $1.41B | $1.23B | $1.29B | $1.32B | $1.33B | $1.10B | $1.32B | $1.30B | $1.22B | $1.05B | $1.26B | $1.17B | $1.32B | $856M | $895M | $852M | |
| Gross Profit | $361M | $332M | $324M | $342M | $342M | $422M | $278M | $356M | $388M | $404M | $476M | $500M | $379M | $398M | $382M | $273M | |
| SG&A Expense | $183M | $157M | $171M | $154M | $141M | $164M | $185M | $144M | $175M | $180M | $170M | $176M | $192M | $132M | $110M | $116M | |
| Operating Income | $169M | $127M | $139M | $156M | $186M | $249M | $18M | $212M | $212M | $224M | $306M | $323M | $187M | $266M | $272M | $157M | |
| Pretax Income | $124M | $84M | $98M | $112M | $141M | $204M | $-23M | $178M | $180M | $189M | $281M | $305M | $571M | $217M | $140M | $306M | |
| Income Tax | $14M | $30M | $36M | $48M | $21M | $58M | $13M | $51M | $51M | $43M | $66M | $70M | $72M | $42M | $37M | $74M | |
| Net Income | $110M | $54M | $62M | $64M | $120M | $146M | $-36M | $127M | $130M | $146M | $215M | $235M | $499M | $175M | $103M | $232M | |
| EPS (Basic) | $0.79 | $0.39 | $0.45 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.89 | $0.91 | $1.01 | $1.48 | $1.61 | $3.43 | $1.22 | $0.72 | $1.61 | |
| EPS (Diluted) | $0.79 | $0.39 | $0.44 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.88 | $0.89 | $1.01 | $1.48 | $1.60 | $3.43 | $1.21 | $0.71 | $1.60 | |
| Shares (Basic) | -279,000,000 | 139,000,000 | 139,400,000 | 139,500,000 | -286,100,000 | 141,900,000 | 142,800,000 | 143,600,000 | -290,200,000 | 144,500,000 | 144,900,000 | 145,700,000 | -287,500,000 | 144,000,000 | 144,000,000 | 144,000,000 | |
| Shares (Diluted) | -279,600,000 | 139,300,000 | 139,600,000 | 139,800,000 | -287,100,000 | 142,400,000 | 143,200,000 | 144,200,000 | -291,800,000 | 145,300,000 | 145,500,000 | 146,600,000 | -288,800,000 | 144,800,000 | 144,600,000 | 144,600,000 | |
| EBITDA | · | $127M | $139M | $252M | · | $249M | $18M | $303M | · | $224M | $306M | $393M | · | $266M | $272M | $207M |
Balance general 25
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $58M | $83M | $99M | $71M | $68M | $79M | $121M | $71M | $62M | $78M | $163M | · | $675M | $419M | $485M | |
| Receivables | $779M | $750M | $742M | $773M | $782M | $717M | $695M | $721M | $744M | $736M | $766M | $726M | · | $500M | $509M | $450M | |
| Inventory | $968M | $1.09B | $1.12B | $907M | $1.04B | $1.25B | $1.33B | $1.14B | $1.14B | $1.21B | $1.15B | $873M | · | $837M | $822M | $636M | |
| Prepaid Expense | $199M | $158M | $68M | $95M | $145M | $162M | $90M | $86M | $136M | $151M | $83M | $84M | · | $105M | $51M | $60M | |
| Current Assets | $2.01B | $2.06B | $2.01B | $1.87B | $2.03B | $2.20B | $2.19B | $2.06B | $2.09B | $2.16B | $2.08B | $1.85B | · | $2.12B | $1.80B | $1.63B | |
| Goodwill | $1.13B | $1.14B | $1.10B | $1.11B | $1.09B | $1.03B | $1.03B | $1.09B | $1.06B | $1.06B | $1.07B | $1.04B | $1.04B | $348M | $348M | $352M | |
| Intangibles | $108M | $110M | $111M | $114M | $114M | $99M | $101M | $108M | $105M | $106M | $109M | $109M | · | $31M | $32M | $33M | |
| Other Non-current Assets | $326M | $320M | $338M | $331M | $355M | $402M | $403M | $434M | $396M | $381M | $477M | $389M | · | $329M | $253M | $219M | |
| Total Assets | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Accounts Payable | $613M | $600M | $709M | $545M | $616M | $665M | $846M | $689M | $834M | $684M | $834M | $678M | · | $453M | $581M | $463M | |
| Accrued Liabilities | $482M | $460M | $424M | $416M | $411M | $392M | $391M | $448M | $408M | $454M | $434M | $411M | · | $309M | $297M | $276M | |
| Short-term Debt | $249M | $269M | $187M | $215M | $371M | $485M | $320M | $530M | $326M | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Current Liabilities | $1.42B | $1.41B | $1.40B | $1.26B | $1.48B | $1.62B | $1.63B | $1.73B | $1.62B | $1.82B | $1.62B | $1.29B | · | $817M | $918M | $780M | |
| Capital Leases | $94M | · | · | · | $99M | · | · | · | $115M | · | · | · | · | · | · | · | |
| Deferred Tax | $298M | $273M | $273M | $264M | $254M | $242M | $247M | $257M | $256M | $255M | $260M | $256M | · | $161M | $178M | $219M | |
| Other Non-current Liabilities | $247M | $241M | $251M | $254M | $243M | $245M | $251M | $251M | $258M | $242M | $247M | $247M | · | $230M | $199M | $201M | |
| Long-term Debt | $3.68B | · | · | · | $3.77B | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | $269M | $187M | $215M | · | $485M | $320M | $530M | · | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Common Stock | $152M | $152M | $152M | $152M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | · | $148M | $148M | $148M | |
| Retained Earnings | $2.93B | $2.87B | $2.87B | $2.86B | $2.85B | $2.78B | $2.69B | $2.78B | $2.70B | $2.62B | $2.53B | $2.35B | · | $1.70B | $1.57B | $1.50B | |
| Treasury Stock | $962M | $898M | $897M | $857M | $838M | $736M | $634M | $634M | $541M | $480M | $479M | $428M | · | $310M | $298M | $297M | |
| AOCI | $132M | $143M | $82M | $101M | $54M | $-74M | $-74M | $43M | $-13M | $-14M | $4M | $-26M | · | $-53M | $-62M | $-46M | |
| Stockholders' Equity | $1.82B | $1.83B | $1.75B | $1.79B | $1.74B | $1.63B | $1.63B | $1.84B | $1.79B | $1.76B | $1.67B | $1.50B | $1.41B | $715M | $573M | $510M | |
| Liabilities + Equity | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Shares Outstanding | 137,455,441 | 138,979,545 | 138,879,465 | 139,335,411 | 139,237,760 | 141,114,556 | 142,640,636 | 142,595,357 | 143,666,656 | 144,390,986 | 144,368,320 | 144,926,900 | 145,665,683 | 143,751,746 | 143,870,309 | 143,830,587 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $105M | $100M | $96M | $95M | $95M | $69M | $120M | $90M | $87M | $79M | $71M | $70M | $70M | $51M | $52M | $50M | |
| Stock-based Comp | $16M | $10M | $10M | $11M | $8M | $9M | $12M | $10M | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $8M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $7M | $3M | $3M | · | $1M | $2M | $1M | |
| Restructuring | $9M | $48M | $14M | $32M | $16M | $10M | $75M | $0 | $0 | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | · | · | · | $182M | · | · | · | $103M | · | · | · | $20M | · | · | · | $-97M | |
| Operating Cash Flow | $347M | $65M | $178M | $352M | $383M | $56M | $99M | $330M | $317M | $26M | $121M | $335M | $427M | $47M | $96M | $192M | |
| CapEx | $146M | $102M | $77M | $78M | $88M | $76M | $149M | $326M | $166M | $256M | $240M | $267M | $225M | $196M | $132M | $101M | |
| Investing Cash Flow | $-142M | $-101M | $-61M | $-76M | $-89M | $-74M | $-149M | $-336M | $-159M | $-254M | $-266M | $-305M | $-805M | $-225M | $-144M | $-167M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10M | $14M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $14M | |
| Dividends Paid | $53M | $51M | $52M | $52M | $52M | $51M | $52M | $52M | $52M | $40M | $41M | $41M | $40M | $35M | $35M | $35M | |
| Financing Cash Flow | $-195M | $8M | $-133M | $-248M | $-294M | $6M | $11M | $52M | $-148M | $212M | $60M | $-172M | $10M | $428M | $-33M | $-64M | |
| Net Change in Cash | $11M | $-25M | $-16M | $28M | $3M | $-12M | $-42M | $49M | $9M | $-16M | $-85M | $-142M | $-370M | $256M | $-66M | $-40M | |
| Taxes Paid | $18M | $31M | $60M | $10M | $26M | $37M | $80M | $6M | $48M | $39M | $97M | $4M | $58M | $76M | $89M | $-3M | |
| Free Cash Flow | · | · | · | $274M | · | · | · | $4M | · | · | · | $67M | · | · | · | $91M |
Rentabilidad 8
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 21.2% | 20.0% | 20.6% | · | 27.8% | 17.3% | 21.5% | · | 27.7% | 27.5% | 30.0% | · | 31.7% | 29.9% | 24.3% | |
| Operating Margin | · | 8.1% | 8.6% | 9.4% | · | 16.4% | 1.2% | 12.8% | · | 15.3% | 17.6% | 19.4% | · | 21.2% | 21.3% | 14.0% | |
| Net Margin | · | 3.5% | 3.8% | 3.9% | · | 9.6% | -2.2% | 7.7% | · | 10.0% | 12.4% | 14.1% | · | 14.0% | 8.1% | 20.6% | |
| Pretax Margin | · | 5.4% | 6.1% | 6.8% | · | 13.4% | -1.4% | 10.8% | · | 13.0% | 16.2% | 18.3% | · | 17.3% | 11.0% | 27.2% | |
| EBITDA Margin | · | 8.1% | 8.6% | 15.2% | · | 16.4% | 1.2% | 18.3% | · | 15.3% | 17.6% | 23.6% | · | 21.2% | 21.3% | 18.4% | |
| ROA | · | 0.73% | 0.84% | 0.87% | · | 2.0% | -0.50% | 1.8% | · | 2.4% | 3.7% | 4.3% | · | 3.8% | 2.4% | 5.4% | |
| ROE | · | 3.1% | 3.7% | 3.5% | · | 8.6% | -2.2% | 7.6% | · | 11.8% | 19.2% | 23.3% | · | 31.6% | 22.0% | 49.5% | |
| ROIC | · | 3.9% | 4.5% | 4.5% | · | 8.4% | 1.5% | 6.4% | · | 7.5% | 11.9% | 15.1% | · | 29.8% | 34.4% | 22.9% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.5 | 1.4 | 1.5 | · | 1.4 | 1.3 | 1.2 | · | 1.2 | 1.3 | 1.4 | · | 2.6 | 2.0 | 2.1 | |
| Quick Ratio | · | 0.6 | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.7 | · | 1.4 | 1.0 | 1.2 | |
| Debt / Equity | · | 0.1 | 0.1 | 0.1 | · | 0.3 | 0.2 | 0.3 | · | 0.3 | 0.2 | 0.1 | · | 0.0 | 0.0 | 0.0 |
Eficiencia 3
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | · | 1.1 | 1.1 | 1.3 | · | 0.9 | 1.1 | 1.3 | · | 1.0 | 1.3 | 1.5 | · | 1.2 | 1.2 | 1.5 | |
| Receivables Turnover | · | 2.1 | 2.3 | 2.2 | · | 2.1 | 2.2 | 2.3 | · | 2.4 | 2.7 | 2.8 | · | 2.7 | 2.7 | 2.6 |
Valoración (TTM) 15
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $6.36B | $6.40B | $6.43B | · | $6.23B | $6.45B | $6.51B | · | $6.11B | $5.93B | $5.32B | · | $4.61B | $4.36B | $4.07B | |
| Net Income TTM | · | $326M | $236M | $302M | · | $383M | $452M | $723M | · | $771M | $728M | $745M | · | $617M | $474M | $401M | |
| Market Cap | · | $6.71B | $8.01B | $7.94B | · | $7.87B | $10.97B | $8.94B | · | $14.82B | $14.32B | $13.96B | · | $14.37B | $12.39B | $11.61B | |
| Enterprise Value | · | $6.92B | $8.11B | $8.06B | · | $8.29B | $11.21B | $9.35B | · | $15.30B | $14.54B | $13.94B | · | $13.70B | $11.98B | $11.13B | |
| P/E | · | 20.8 | 34.3 | 26.9 | · | 20.9 | 24.7 | 12.6 | · | 19.4 | 19.8 | 18.8 | · | 23.5 | 26.4 | 29.4 | |
| P/S | · | 1.1 | 1.3 | 1.2 | · | 1.3 | 1.7 | 1.4 | · | 2.4 | 2.4 | 2.6 | · | 3.1 | 2.8 | 2.9 | |
| P/B | · | 3.7 | 4.6 | 4.4 | · | 4.8 | 6.7 | 4.9 | · | 8.4 | 8.6 | 9.3 | · | 20.1 | 21.6 | 22.8 | |
| P / Tangible Book | · | 11.5 | 14.7 | 14.1 | · | 15.5 | 21.8 | 13.9 | · | 24.9 | 29.0 | 39.6 | · | 42.8 | 64.1 | 92.9 | |
| P / Cash Flow | · | · | · | 22.6 | · | · | · | 27.1 | · | · | · | 41.7 | · | · | · | 60.4 | |
| P / FCF | · | · | · | 28.9 | · | · | · | 2078.9 | · | · | · | 207.5 | · | · | · | 127.7 | |
| EV / EBITDA | · | 54.7 | 58.3 | 32.0 | · | 33.3 | 606.1 | 30.9 | · | 68.3 | 47.6 | 35.4 | · | 51.5 | 44.1 | 53.8 | |
| EV / FCF | · | · | · | 29.4 | · | · | · | 2174.2 | · | · | · | 207.2 | · | · | · | 122.5 | |
| EV / Revenue | · | 1.1 | 1.3 | 1.3 | · | 1.3 | 1.7 | 1.4 | · | 2.5 | 2.5 | 2.6 | · | 3.0 | 2.7 | 2.7 | |
| Earnings Yield | · | 4.8% | 2.9% | 3.7% | · | 4.8% | 4.1% | 7.9% | · | 5.2% | 5.0% | 5.3% | · | 4.2% | 3.8% | 3.4% | |
| Payout Ratio | · | · | · | 80.4% | · | · | · | 40.6% | · | · | · | 17.4% | · | · | · | 15.2% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Ingresos | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B |
| Margen Bruto % | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% |
| Margen Operativo % | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% |
| Beneficio neto | $290M | $357M | $726M | $1.01B | $201M |
| EPS Diluido | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 |
Balance general
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.2 | 0.2 | 0.1 | — |
| Ratio corriente | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 |
| Ratio Rápido | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 |
Flujo de Efectivo
| 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $540M | $230M | $-131M | $108M | $128M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 639 declarantes · $3.5B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 79 (-34 vs trimestre anterior) | 72 (-74 vs trimestre anterior) | 189 (+15 vs trimestre anterior) | 190 (-13 vs trimestre anterior) | +27.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $347 125 790 | 8 039 041 | 9,82% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $258 885 129 | 5 995 487 | 7,33% | Acciones |
| Starboard Value LP | $247 593 343 | 5 733 982 | 7,01% | Acciones |
| JANA Partners Management, LP | $232 940 339 | 5 394 635 | 6,59% | Acciones |
| STATE STREET CORP | $210 271 228 | 4 869 644 | 5,95% | Acciones |
| CONTINENTAL GRAIN CO | $154 112 874 | 3 569 080 | 4,36% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $129 550 299 | 3 000 239 | 3,67% | Acciones |
| FMR LLC | $111 865 524 | 2 590 679 | 3,17% | Acciones |
| NORGES BANK | $106 053 966 | 2 456 090 | 3,00% | Acciones |
| Brookfield Corp /ON/ | $96 132 109 | 2 226 311 | 2,72% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $85 064 773 | 1 969 339 | 2,41% | Acciones |
| Douglas Lane & Associates, LLC | $72 644 105 | 1 682 355 | 2,06% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $65 489 000 | 1 516 642 | 1,85% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53 145 814 | 1 230 797 | 1,50% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $52 361 623 | 1 212 636 | 1,48% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $46 486 680 | 1 076 579 | 1,32% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $37 484 644 | 868 102 | 1,06% | Acciones |
| Clarkston Capital Partners, LLC | $34 176 106 | 791 480 | 0,97% | Acciones |
| Swedbank AB | $33 680 400 | 780 000 | 0,95% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31 996 380 | 741 000 | 0,91% | Opción de venta |
| BARCLAYS PLC | $31 011 876 | 718 200 | 0,88% | Acciones |
| Ion Asset Management Ltd. | $30 486 482 | 524 905 | 0,86% | Acciones |
| Gotham Asset Management, LLC | $29 434 597 | 681 672 | 0,83% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $25 110 077 | 581 521 | 0,71% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $25 026 221 | 579 579 | 0,71% | Acciones |
| FIRST TRUST ADVISORS LP | $23 777 766 | 550 666 | 0,67% | Acciones |
| STALEY CAPITAL ADVISERS INC | $21 733 789 | 503 330 | 0,61% | Acciones |
| LONDON CO OF VIRGINIA | $20 489 612 | 474 139 | 0,58% | Acciones |
| Public Sector Pension Investment Board | $20 483 340 | 474 371 | 0,58% | Acciones |
| GOLDMAN SACHS GROUP INC | $19 938 926 | 461 763 | 0,56% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19 918 934 | 461 300 | 0,56% | Opción de compra |
| AMERIPRISE FINANCIAL INC | $17 446 146 | 404 033 | 0,49% | Acciones |
| Alberta Investment Management Corp | $16 978 376 | 393 200 | 0,48% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $16 805 397 | 389 194 | 0,48% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 333 779 | 355 113 | 0,43% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $15 311 939 | 362 327 | 0,43% | Acciones |
| Ensign Peak Advisors, Inc | $15 284 209 | 353 965 | 0,43% | Acciones |
| JANUS HENDERSON GROUP PLC | $15 280 455 | 361 582 | 0,43% | Acciones |
| Quantinno Capital Management LP | $13 972 963 | 323 598 | 0,40% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13 748 080 | 318 390 | 0,39% | Acciones |
| GRANDFIELD & DODD, LLC | $12 736 321 | 294 958 | 0,36% | Acciones |
| UMB Bank, n.a. | $12 357 943 | 286 196 | 0,35% | Acciones |
| Freestone Grove Partners LP | $12 264 761 | 284 038 | 0,35% | Acciones |
| VANGUARD GROUP INC | $12 207 291 | 291 413 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $12 169 843 | 281 841 | 0,34% | Acciones |
| JANE STREET GROUP, LLC | $12 155 170 | 281 500 | 0,34% | Opción de venta |
| IEQ CAPITAL, LLC | $11 931 715 | 276 325 | 0,34% | Acciones |
| WOLVERINE TRADING, LLC | $11 918 947 | 214 100 | 0,34% | Opción de venta |
| Swiss National Bank | $11 369 294 | 263 300 | 0,32% | Acciones |
| BlackRock, Inc. | $11 055 073 | 256 023 | 0,31% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $10 959 818 | 253 817 | 0,31% | Acciones |
| Goodman Financial Corp | $10 868 428 | 251 698 | 0,31% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $10 056 354 | 232 894 | 0,28% | Acciones |
| California Public Employees Retirement System | $9 979 632 | 231 117 | 0,28% | Acciones |
| JANE STREET GROUP, LLC | $9 352 788 | 216 600 | 0,26% | Opción de compra |
| Legal & General Group Plc | $9 222 643 | 213 586 | 0,26% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $9 216 123 | 213 435 | 0,26% | Acciones |
| Channing Capital Management, LLC | $9 015 379 | 208 786 | 0,26% | Acciones |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8 748 326 | 202 601 | 0,25% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $8 487 806 | 196 568 | 0,24% | Acciones |
| Mariner, LLC | $8 075 658 | 187 016 | 0,23% | Acciones |
| Twin Tree Management, LP | $7 819 898 | 181 100 | 0,22% | Opción de compra |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $7 355 118 | 170 336 | 0,21% | Acciones |
| Point72 Asset Management, L.P. | $7 344 918 | 170 100 | 0,21% | Opción de venta |
| SHAPIRO CAPITAL MANAGEMENT LLC | $7 300 227 | 169 065 | 0,21% | Acciones |
| Assenagon Asset Management S.A. | $7 297 420 | 169 000 | 0,21% | Acciones |
| Point72 Asset Management, L.P. | $6 969 252 | 161 400 | 0,20% | Opción de compra |
| NEUBERGER BERMAN GROUP LLC | $6 819 720 | 157 937 | 0,19% | Acciones |
| Rodgers Brothers Inc. | $6 590 646 | 152 632 | 0,19% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 498 827 | 153 782 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 488 313 | 150 262 | 0,18% | Acciones |
| BANK OF AMERICA CORP /DE/ | $6 330 197 | 146 600 | 0,18% | Acciones |
| PRUDENTIAL FINANCIAL INC | $6 217 488 | 143 990 | 0,18% | Acciones |
| Verition Fund Management LLC | $6 080 737 | 140 823 | 0,17% | Acciones |
| BERNZOTT CAPITAL ADVISORS | $6 023 380 | 116 169 | 0,17% | Acciones |
| BancorpSouth Bank | $5 879 135 | 140 347 | 0,17% | Acciones |
| WOLVERINE TRADING, LLC | $5 745 144 | 103 200 | 0,16% | Opción de compra |
| MARSHALL WACE, LLP | $5 722 386 | 132 524 | 0,16% | Acciones |
| Cerity Partners LLC | $5 626 517 | 130 304 | 0,16% | Acciones |
| Orion Portfolio Solutions, LLC | $5 467 502 | 102 579 | 0,15% | Acciones |
| Cetera Investment Advisers | $5 465 642 | 126 577 | 0,15% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $5 408 554 | 125 256 | 0,15% | Acciones |
| Cubist Systematic Strategies, LLC | $5 395 632 | 92 900 | 0,15% | Opción de compra |
| STATE OF WISCONSIN INVESTMENT BOARD | $5 370 987 | 124 386 | 0,15% | Acciones |
| First Nebraska Trust Co | $5 348 836 | 123 873 | 0,15% | Acciones |
| Leeward Investments, LLC - MA | $5 333 444 | 123 517 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $5 267 485 | 121 989 | 0,15% | Acciones |
| D. E. Shaw & Co., Inc. | $5 198 872 | 120 400 | 0,15% | Opción de compra |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5 128 316 | 118 766 | 0,15% | Acciones |
| LPL Financial LLC | $4 872 155 | 112 833 | 0,14% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 644 382 | 107 559 | 0,13% | Acciones |
| Woodline Partners LP | $4 641 850 | 107 500 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $4 639 518 | 107 446 | 0,13% | Acciones |
| ALGERT GLOBAL LLC | $4 569 308 | 105 820 | 0,13% | Acciones |
| MAC Alpha Capital Management, LP | $4 495 525 | 104 103 | 0,13% | Acciones |
| Kingsview Wealth Management, LLC | $4 492 344 | 106 303 | 0,13% | Acciones |
| UBS Group AG | $4 444 172 | 102 922 | 0,13% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $4 278 361 | 99 082 | 0,12% | Acciones |
| VAN ECK ASSOCIATES CORP | $4 134 183 | 95 743 | 0,12% | Acciones |
| State of Tennessee, Department of Treasury | $4 107 843 | 95 133 | 0,12% | Acciones |
Informantes de la empresa 33 insiders · 11 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James D Gray | Chief Financial Officer | 28 de julio de 2026 A | 101 444 | 0 | 0 | $0 |
| Robert Mcnutt | Senior Vice President and CFO | 27 de julio de 2021 F | 54 661 | 0 | 0 | $0 |
| Jan Eli B Craps | Executive Chair | 28 de julio de 2026 A | 689 169 | 0 | 0 | $0 |
| Amit Philip | Chief Strategy/Tech Officer | 28 de julio de 2026 A | 38 686 | 0 | 0 | $0 |
| Sukshma Rajagopalan | Chief Info and Digital Officer | 26 de junio de 2023 A | 13 082 | 0 | 0 | $0 |
| Sharon L. Miller | Senior Vice President | 8 de noviembre de 2021 F | 61 773 | 0 | 0 | $0 |
| Gerardo Scheufler | SVP, Chief Supply Chain Off | 12 de agosto de 2021 F | 23 716 | 0 | 0 | $0 |
| John C Hatto | Senior Vice President | 29 de julio de 2021 A | 14 318 | 0 | 0 | $0 |
| Micheline C Carter | Chief Human Resources Officer | 27 de julio de 2021 F | 23 558 | 0 | 0 | $0 |
| Richard Allan Martin | SVP, Chief Supply Chain Off | 22 de julio de 2019 A | 70 170 | 0 | 0 | $0 |
| Rodney W. Hepponstall | Senior Vice President | 1 de diciembre de 2017 A | 32 870 | 0 | 0 | $0 |
| JANA Partners Management, LP | Consejero | 15 de abril de 2026 P | 5 398 980 | 4 | 0 | $16 073 540 |
| Timothy R. McLevish | Consejero | 2 de octubre de 2025 A | 55 961 | 0 | 0 | $0 |
| Hala G Moddelmog | Consejero | 2 de octubre de 2025 A | 23 568 | 0 | 0 | $0 |
| Robert A Niblock | Consejero | 20 de octubre de 2021 P | 11 590 | 0 | 0 | $0 |
| Robert Coviello | Consejero | 11 de octubre de 2021 A | 6 588 | 0 | 0 | $0 |
| Thomas P. Maurer | Consejero | 11 de octubre de 2021 A | 22 116 | 0 | 0 | $0 |
| Maria Renna Sharpe | Consejero | 11 de octubre de 2021 A | 14 648 | 0 | 0 | $0 |
| William G Jurgensen | Consejero | 11 de octubre de 2021 A | 154 601 | 0 | 0 | $0 |
| Charles A Blixt | Consejero | 11 de octubre de 2021 A | 14 784 | 0 | 0 | $0 |
| Andrew J Schindler | Consejero | 4 de octubre de 2018 A | 8 589 | 0 | 0 | $0 |
| Michael Christopher Crowley | — | 4 de agosto de 2026 F | 32 257 | 0 | 0 | $0 |
| Sylvia Wilks | — | 4 de agosto de 2026 F | 42 403 | 0 | 0 | $0 |
| Marc Schroeder | — | 4 de agosto de 2026 F | 44 110 | 0 | 0 | $0 |
| Steven J Younes | — | 4 de agosto de 2026 F | 44 855 | 0 | 0 | $0 |
| Gregory W Jones | — | 4 de agosto de 2026 F | 11 859 | 0 | 0 | $0 |
| Michael Jared Smith | — | 4 de agosto de 2026 F | 178 423 | 0 | 0 | $0 |
| Eryk J Spytek | — | 4 de agosto de 2026 F | 32 174 | 0 | 0 | $0 |
| Peter J Bensen | — | 6 de abril de 2026 P | 17 204 | 1 | 0 | $197 200 |
| Lawrence E. Kurzius | — | 2 de octubre de 2025 A | 5 461 | 0 | 0 | $0 |
| Andre J Hawaux | — | 2 de octubre de 2025 A | 44 532 | 0 | 0 | $0 |
| Thomas P. Werner | — | 8 de noviembre de 2021 F | 144 072 | 0 | 0 | $0 |
| Bernadette M Madarieta | — | 29 de julio de 2021 A | 17 743 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| CONTINENTAL GRAIN CO, FRIBOURG PAUL J, GENDASON ARI DAVID, ZIMMERMAN MICHAEL J, FRIBOURG CHARLES ×9 presentaciones | 1 de julio de 2025 | 1,50% | Enmienda | Campaña de la junta directiva | SEC |
| JANA PARTNERS MANAGEMENT, LP ×10 presentaciones | 1 de julio de 2025 | 4,90% | Enmienda | Campaña de la junta directiva | SEC |
| Continental Grain Company, Paul J. Fribourg, Ari D. Gendason | 18 de octubre de 2024 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 96 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PSCC · Invesco Exchange-Traded Fund Trust … | 11,07% | 90 837 SH | 8 de agosto de 2026 | Diario |
| FXG · First Trust Exchange-Traded AlphaDE… | 3,37% | 188 911 NS | 30 de abril de 2026 | N-PORT |
| LBAY · Tidal Trust I | 3,36% | 13 722 NS | 31 de mayo de 2026 | N-PORT |
| MDPL · Northern Lights Fund Trust IV | 3,17% | 44 670 NS | 31 de mayo de 2026 | N-PORT |
| KEAT · EA Series Trust | 1,32% | 36 422 NS | 30 de abril de 2026 | N-PORT |
| VEGI · iShares, Inc. | 1,29% | 36 352 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,77% | 1 229 229 SH | 8 de agosto de 2026 | Diario |
| CVAR · ETF Opportunities Trust | 0,75% | 6 635 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,64% | 292 981 SH | 8 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,48% | 191 223 SH | 8 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,47% | 138 136 NS | 30 de abril de 2026 | N-PORT |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0,46% | 3 397 000 | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,45% | 16 316 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,45% | 21 724 SH | 8 de agosto de 2026 | Diario |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | 0,44% | 1 405 000 PA | 8 de agosto de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,43% | 21 545 NS | 30 de abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,39% | 8 419 969 SH | 8 de agosto de 2026 | Diario |
| VDC · VANGUARD WORLD FUND | 0,37% | 793 908 SH | 8 de agosto de 2026 | Diario |
| COPY · RBB Fund Trust | 0,37% | 29 186 NS | 31 de mayo de 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0,32% | 105 939 NS | 30 de abril de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,32% | 482 805 SH | 8 de agosto de 2026 | Diario |
| IYK · iShares Trust | 0,31% | 85 447 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,27% | 4 974 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,27% | 1 662 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,24% | 1 424 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,21% | 28 896 SH | 8 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,21% | 64 436 NS | 30 de abril de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,20% | 32 154 SH | 8 de agosto de 2026 | Diario |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 18 400 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 422 721 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,13% | 4 157 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 69 198 SH | 8 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,12% | 1 905 934 SH | 8 de agosto de 2026 | Diario |
| VGMS · VANGUARD MALVERN FUNDS | 0,12% | 290 000 PA | 8 de agosto de 2026 | Diario |
| APUE · Trust for Professional Managers | 0,11% | 66 772 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 52 720 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,11% | 375 708 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,11% | 5 823 SH | 8 de agosto de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 17 129 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,10% | 14 447 NS | 31 de mayo de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 9 763 NS | 30 de abril de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,10% | 284 064 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,09% | 66 394 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,07% | 1 583 284 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,07% | 3 003 768 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,07% | 198 259 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,06% | 8 062 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,06% | 11 330 SH | 8 de agosto de 2026 | Diario |
| DIVB · iShares Trust | 0,06% | 20 135 SH | 8 de agosto de 2026 | Diario |
| OUSM · ALPS ETF Trust | 0,06% | 11 710 NS | 31 de mayo de 2026 | N-PORT |